Financial Advisor

10 Reasons You Need a Financial Advisor

Christine R. Schmitz, MA, CPA, PFS, CFP®, LTCP Investing, Personal Finance 20 Comments

Have you managed your own savings and investments in the past? Are you now considering professional help? Don’t go it alone. Here are ten benefits of working with a financial …

Investment Advisory

Coordinated Wealth Management: Why It’s Crucial to Financial Success

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Tax Planning For Individuals, Investing, Personal Finance Leave a Comment

Learn more about our coordinated wealth management services.Many people mistakenly believe that it is important, or even safer, to have multiple financial accounts with multiple advisors. With this approach, there …

Market Volatility

Comments on Last Week’s Market Volatility – February 13, 2018

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Economic Update, Investing, Personal Finance 1 Comment

Though last week may have been unnerving for many, the dramatic changes in stock values were not unexpected. The significant declines were orderly and only the past few weeks’ gains …

Fiduciary Glass Jacobson

Glass Jacobson Investment Advisors, LLC is Certified for Fiduciary Excellence

Glass Jacobson Wealth Advisors Glass Jacobson News, Retirement Plans, Investing 2 Comments

The following PR announcement was originally published on Newswire.OWINGS MILLS, MD, January 25, 2018 (Newswire.com) – CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360 company, has certified Glass Jacobson Investment Advisors, LLC …

What Should Investors Make of Bitcoin

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Glass Jacobson Wealth Advisors News, Investing, Personal Finance 1 Comment

Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are used. No central bank issues the currency, and no regulator …

Five Time-Tested Conclusions about The Financial Markets

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Investing, Personal Finance Leave a Comment

Reflecting on my 40 year career in the financial services industry prompts me to share some personal observations of the best kept secrets for managing money. A simple touch of …